Salesforce integration with Filter by Nekton
How to Add new Salesforce contacts as Stannp recipients
This integration will feed any new Salesforce contacts to a Stannp recipient group. This will make it easy to create future Direct Mail campaigns within the Stannp platform. It will save you time so you will not need to manually export and import each time.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new Salesforce contacts as Stannp recipients" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
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Salesforce actions
Nekton can use any feature that is available in Salesforce API.
Using our advanced AI, you can easily create custom automations for Salesforce.
Here are some typical actions you can do in your automated workflows.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Record (UTC)
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Update Lead
Updates an existing lead in Salesforce.
Update Record (UTC)
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Find Record
Finds a record of a specified Salesforce object by a field and value you choose.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.